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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,208 | $69,977+40.3% | $108,582-9.6% | $62,881+56.2% |
| Participation rate | 58.3% | 72.9%-14.6pp | 79.6%-21.2pp | 69.3%-11.0pp |
| Annual return | -2.36% | 10.73%-13.1pp | -51.70%+49.3pp | 20.14%-22.5pp |
| Employer contribution / active EE | $358 | $2,135-83.2% | $3,758-90.5% | $2,281-84.3% |
| Participant deferral / active EE | $2,433 | $3,165-23.1% | $4,311-43.6% | $3,203-24.0% |
| Admin fee / account holder | $14,607 | $5,076+187.7% | $7,645+91.1% | $4,296+240.0% |